History Rhymes: A Review of Presidential Policy “Missteps”
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
Rebecca Wipfler
Senior Client Service Manager
CFP®
Rebecca Wipfler enjoys helping clients reach their unique financial goals while building relationships with them as a Client Service Manager on the Johnson Team at Moneta.
Rebecca earned both a Bachelor of Arts in Economics and a Master of Arts in Economics from the University of Missouri-Columbia.
In her free time, she enjoys reading, listening to podcasts, and spending time with her friends and family.
- CERTIFIED FINANCIAL PLANNER®
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First Quarter Investment Report – 2025
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
Monthly Recap – March 2025
April 10, 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...
Liberation Day
April 3, 2025
Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WH...